Adaptive Business Services

SEPTEMBER 4, 2024

services including security, workflow, and telephony? My area of expertise is Nimble CRM (specifically sales), however, I would be happy to connect you to an AI, managed services, or marketing professional who I know and trust. With so many people talking about these things, it’s tough to figure out who to talk to.

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Adaptive Business Services

SEPTEMBER 18, 2024

This week, I am told, Nimble CRM will be releasing several updates that will provide for integrations between webforms and web hooks, workflows, and message sequencing. Are you thinking about a CRM? services including security, workflow, and telephony? services including security, workflow, and telephony? Thank you!

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CRM Contact Service Consult 62

Adaptive Business Services

AUGUST 28, 2024

Maybe you are tech savvy or you have a CRM background and how hard can it be? I have used CRM since the late 80”s and I have been a Nimble Solution Partner since before it was introduced in 2012. There are many reasons for deciding to use a CRM … better organization, time savings, details at your fingerprints.

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CRM Electricity Consult Clients 71

Adaptive Business Services

JULY 10, 2024

While I am frequently implementing and training businesses on how to use Nimble CRM, I rarely (like never) have a chance to use it with a client in a practical application. As a part of coaching this individual, I also put them on Nimble CRM. Are you thinking about a CRM?

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CRM Referrals Pipeline Sales 77

Adaptive Business Services

JULY 3, 2024

Maybe my emails don’t suck as bad as I had thought:) Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar.

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CRM Contact Consult Follow-up 71

Adaptive Business Services

SEPTEMBER 11, 2024

You work your CRM however you wish! That being said … I’m not a fan of … Integrations With Other Apps While I am generally not in favor of asking your CRM to do too much, and when you start connecting a variety of disparate apps … that’s too much, my main issue with integrations lies with client expectations. You may disagree strongly.

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CRM X-functional Contact Price 62

Adaptive Business Services

AUGUST 7, 2024

My area of expertise is Nimble CRM (specifically sales), however, I would be happy to connect you to an AI or marketing professional who I know and trust. The post Nimble CRM Tips & Updates – August 7 2024 appeared first on Adaptive Business Services.

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Adaptive Business Services

AUGUST 21, 2024

Are you thinking about leveraging AI for more effective LinkedIn prospecting, or perhaps using advanced marketing in your business, or are you looking at improving your managed I.T. services including security, workflow, and telephony? With so many people talking about these things, it’s tough to figure out who to talk to.

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CRM Contact Service Business Services 71

Adaptive Business Services

MARCH 20, 2024

This also eliminates the need to update contact records on two services … Nimble and your email marketing program. Before the introduction of Customer Relationship Managers (CRM), we had Contact Managers. Are you thinking about a CRM? Say it ain’t so! Another video!?:)

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CRM Customer Relationship Management Contact Relationship Management 71

Adaptive Business Services

APRIL 17, 2024

Send Data Send Data Send Data Send Data Send Data Send Data The post Nimble CRM Tips & Updates – April 15 2024 appeared first on Adaptive Business Services.

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Adaptive Business Services

MAY 15, 2024

Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

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Adaptive Business Services

APRIL 3, 2024

Nimble CRM Tips and Updates April 1, 2024 How do you like the new look? Updates At this time, we have no new updates to report for Nimble CRM. Please keep in mind that I can’t even draw stick people:) Are you thinking about a CRM? This was more of an experiment than anything and it is far from perfect!

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CRM X-functional Contact Consult 71

Adaptive Business Services

MAY 8, 2024

My website and LinkedIn page has a headline which says “Sales & Nimble CRM Training”. If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. appears as my first name. Any email or message that I get addressed to “Craig M.”

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CRM Contact Consult Service 71

Adaptive Business Services

FEBRUARY 7, 2024

Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

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CRM Pipeline Contact Consult 71

Adaptive Business Services

MAY 3, 2023

I’d rather spend my time maximizing my chances of securing new business than trying to figure out why I did, or did not, achieve my goals. Working with folks on Nimble CRM, I run into both types of people. The post Nimble CRM is Designed to Build Relationships, Not Spreadsheets appeared first on Adaptive Business Services.

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Adaptive Business Services

FEBRUARY 21, 2024

Updates In our last post, Nimble CRM had just released the ability to add delay send and message draft saves in the new compose window. That’s a lot of drilling:) Are you thinking about a CRM? To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

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Adaptive Business Services

MARCH 6, 2024

For example, I follow news on selling and on CRM. A Nimble contact record is the nerve center of your CRM. You can, and you should , be leveraging these capabilities to provide better customer service and to increase your revenues! Are you thinking about a CRM? Are you thinking about a CRM?

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CRM Follow-up Consult Networking 62

Adaptive Business Services

JANUARY 24, 2024

As a salesperson, I was first introduced to the predecessor of today’s Nimble CRM … the tickler file. A prospective client had a 3×5 card, generally with their business card stapled to it, and this was used to keep track of activities. What are some of the general company benefits from a well managed CRM … Increased revenues.

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Adaptive Business Services

JANUARY 10, 2024

In this case … the workflow is used to determine whether or not this person or a company, and what they want, is a good match for your services. It is proving to be a much more detailed discussion than I had initially envisioned Are you thinking about a CRM? You for them and them for you.

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CRM Pipeline Territory Represent 71

Adaptive Business Services

MARCH 27, 2024

As a Nimble CRM Solution Partner, I am frequently asked by clients to assist them with integrating Nimble with one or more 3rd-party applications. With probably 100,000’s of business apps available on the web, the chances that I am familiar with your favorite application is probably close to zero. Are you thinking about a CRM?

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CRM Contact Represent Clients 71

Adaptive Business Services

NOVEMBER 29, 2023

Before there was CRM (Customer Relationship Management), there was CM (Contact Management). Today’s CRMs are still based on their CM roots but they are now much much more than that. While Contact Managers were typically used solely by salespeople, CRM can be used by multiple departments in your organization.

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Adaptive Business Services

SEPTEMBER 6, 2023

Summer has come to an end, at least in my hemisphere, and so it is time to get back to work:) Here’s the latest news on Nimble CRM. Bye, bye birdie – Changes to X’s API (Twitter) have caused Nimble to discontinue an integration with this service. The initial offering of web forms is very close to being released.

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CRM Contact Clients Consult 71

Adaptive Business Services

NOVEMBER 1, 2023

We do have some interesting Nimble CRM news to report. A common example would be a Lead Qualification Workflow which is used to qualify people who have expressed an interest in your products or services. If you refer me, and these folks contract for my services , I will pay you a 20% commission on that full contract value.

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Adaptive Business Services

OCTOBER 4, 2023

Lots of Nimble CRM news to report this month! The post Nimble CRM Updates – October 2023 appeared first on Adaptive Business Services. Email reply reminder notes – Reply reminders were literally rolling out when I sent the last newsletter so here are some updated resources … Article.

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CRM Contact Consult Up-sell 71

Adaptive Business Services

JANUARY 2, 2024

I have identified 20 distinct areas where we can customize your Nimble CRM account to meet your specific needs and we can do that in one to three meetings (3 hours total). As examples, a contact might be tagged “customer”, a deal could be tagged “service agreement”, and an activity could be tagged “virtual meeting”.

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Adaptive Business Services

JUNE 14, 2023

It seems as if I am always touting how simple CRM, and by extension selling, really is. You can then leverage your CRM to assist you with staying on track. Everything below is part of a contact record in your CRM. The contact record is the literal heart of any CRM!! characteristics.

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CRM Clients Sales Contact 62

Adaptive Business Services

FEBRUARY 8, 2023

The week between Christmas and New Years was spent closing a chapter of my professional life with the passing of one business to its new owner. Over the past couple of years, my Nimble CRM training and implementation consulting services have seen substantial growth. Now it was time to turn my attention toward 2023.

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CRM Consult Clients Business Services 71

Adaptive Business Services

MARCH 22, 2023

I’ve had the privilege of assisting many many companies with their Nimble CRM implementations. Some were just getting started while a large percentage of others had actually been using Nimble CRM for some time and they were finally tired of “flopping around”. Are you thinking about integrating your CRM with other applications?

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CRM Consult Promote Business Services 62

Adaptive Business Services

MARCH 22, 2023

I’ve had the privilege of assisting many many companies with their Nimble CRM implementations. Some were just getting started while a large percentage of others had actually been using Nimble CRM for some time and they were finally tired of “flopping around”. Are you thinking about integrating your CRM with other applications?

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CRM Consult Promote Business Services 62

Adaptive Business Services

DECEMBER 13, 2023

Therefore, in order to map your form’s fields correctly, you will first need to make sure that you have fields in Nimble to accept that i If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to www.calendly.com/craigmjamieson.

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CRM Pipeline Contact Represent 71

Adaptive Business Services

AUGUST 23, 2023

We do have a few minor updates to report on Nimble CRM. The post Nimble CRM Updates Workflow and Deal Listing Options appeared first on Adaptive Business Services. All Deals Listing – This is kind of an interesting feature. If yes, Please book a free 30-minute Zoom consultation with me.

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CRM Pipeline Consult Contact 62

Adaptive Business Services

MARCH 31, 2021

Nimble CRM is built for salespeople. So, what makes Nimble the salesperson’s CRM? I’m not going to lie to you and tell you that Nimble or any CRM will maintain itself via thought transference! These types of deals are simply … better business and this fact holds true for the salesperson, the sales manager, and for the company.

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CRM Referrals Contact Sell 90

Adaptive Business Services

NOVEMBER 13, 2024

There are hundreds, if not thousands, of CRM systems out there and a very large number of them are very good. CRM, inherently, is not that complicated. However, if you really want to leverage the power of your CRM, respectfully, you probably will want someone like me to show you how to do that. I am not a CRM consultant.

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CRM Consult Represent Service 62

Adaptive Business Services

MARCH 8, 2023

As a Nimble CRM Solution Partner, I work with companies on implementing, and customizing, Nimble for their business. One thing I have learned is that each business that I work with has unique needs. The post Using Nimble CRM Deals for Project Management appeared first on Adaptive Business Services.

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CRM Contact Pipeline Follow-up 71

Adaptive Business Services

JULY 26, 2023

I prefer to focus on results so we are going to ignore all of the statistics that tout the promised benefits of CRM. Part of it is that a CRM is viewed as data entry. Another aspect is that most often using a CRM is something that has been requested (dictated) by their company or sales manager. I represent Nimble CRM.

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CRM Pipeline Contact Represent 62

Adaptive Business Services

MAY 31, 2023

Please note – While this article discusses Nimble CRM specifically, contact syncing between any two applications may raise similar concerns. I don’t know about you but, I have a ton of records that I have collected over the years via emailing and I only want a very small fraction of those in my CRM. The C in CRM is Customer.

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Contact CRM Follow-up Consult 71

Adaptive Business Services

AUGUST 4, 2020

As I am a Solution Partner for Nimble CRM, it only made sense to configure this application to assist me in my record keeping as well as to allow me to stay on top with this program’s suggestions. You can do all of this on paper, a spreadsheet, or even on a document, but if you have a CRM … why? .

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